Moody's Corporation Profit Participation Plan
Performance
HelpPortfolio Return | 96.84% | 150.12% | 243.85% |
Comparable Target-Date Fund [why this comparison?] |
62.95% Target-Date 2020 |
112.75% Target-Date 2030 |
170.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,895 (+33.89%) | +$37,373 (+37.37%) | +$73,488 (+73.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Extended Market Index | FSMAX | 6% | 11% | 22% |
Fidelity U.S. Bond Index | FXNAX | 13% | - | - |
Fidelity 500 Index | FXAIX | 22% | 43% | 78% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 19% | 9% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 22% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 8% | 15% | - |
Total Portfolio | 100% | 100% | 100% |